Job Title

Direct message the job poster from EOX Vantage Award-Winning Chief Revenue Officer | Revenue Growth Strategist | High-Performance Team Leader | Franchise OwnerCustomer Success Manager Insurance VerticalLocation: Cleveland, OhioCompany Overview:EOX Vantage has been empowering organizations since 2004 by providing scalable, on-demand support to enhance business operations. We specialize in managed services and technology solutions that help businesses, including those in the insurance industry, optimize efficiency, improve data management, and enhance customer experiences. Our solutions help insurers streamline operations, reduce administrative burdens, and gain actionable insights to drive business growth. Learn more at EOX Vantage.Position Overview:EOX Vantage is seeking a Customer Success Manager (CSM) Insurance Vertical to play a pivotal role in managing and expanding relationships with existing clients. This individual will work closely with EOX Vantages Account Management Team to ensure customers maximize the value of our solutions, achieve their business objectives, and continue to grow their partnership with EOX Vantage. The primary focus of this role is to drive account expansion by identifying new opportunities for EOX Vantage offerings, enhancing customer satisfaction, and ensuring long-term retention.Key Responsibilities:Serve as the primary point of contact for existing insurance clients, ensuring seamless communication and support.Develop a deep understanding of each clients business, challenges, and goals to proactively identify opportunities for expanding EOX Vantage solutions within the account.Partner with the Account Management Team to develop and execute strategic account growth plans.Conduct regular business reviews with clients to showcase the value of EOX Vantage solutions and uncover additional needs.Collaborate with internal teams, including sales, product, and operations, to align solutions with client objectives.Act as a trusted advisor, offering insights and best practices to help clients optimize their operational efficiency using EOX Vantages managed services and technology.Monitor key success metrics, customer satisfaction levels, and potential risks, proactively addressing concerns before they become issues.Lead renewal and expansion discussions, ensuring contract extensions and upsell opportunities align with client goals.Support customer onboarding and training efforts, ensuring smooth adoption of EOX Vantage solutions.Stay informed about insurance industry trends, regulations, and challenges to provide clients with relevant insights and recommendations.Travel up to 20% as needed for client meetings and industry events.Qualifications:5+ years of experience in customer success, account management, or client services in a managed services, software, or technology solutions environment.Experience working within or serving the insurance industry is required.Proven ability to build and maintain strong relationships with clients, ensuring high levels of satisfaction and engagement.Track record of successfully identifying account growth opportunities and driving revenue expansion.Strong business acumen with the ability to understand insurance workflows, challenges, and digital transformation initiatives.Excellent communication, presentation, and problem-solving skills.Ability to manage multiple accounts, prioritize tasks, and work collaboratively across departments.Preferred Qualifications:Familiarity with insurance operations, policy administration, claims processing, or underwriting workflows.Experience with CRM tools and customer success management platforms.Why EOX Vantage?At EOX Vantage, we help insurance companies optimize operations, enhance data management, and improve customer experiences. Our solutions empower organizations to focus on their core business while we provide technology-driven tools and managed services to drive efficiency and growth. As a Customer Success Manager, you will play a key role in ensuring our clients achieve success and expand their partnerships with EOX Vantage. Discover more at EOX Vantage.Equal Employment Opportunity Policy:EOX Vantage provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment based on race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. This policy applies to all aspects of employment, including hiring, promotion, compensation, and training.Application Instructions:EOX Vantage NEVER asks for any form of payment to be considered as an applicant. If you receive an email requesting payment, please report it immediately to info@eoxvantage.com. Official communications will always come from an @eoxvantage.com email address.To apply, visit our careers page at EOX Vantage Careers and submit your application.Join EOX Vantage and help insurance companies optimize their operations through innovative solutions!Seniority levelMid-Senior levelEmployment typeFull-timeJob functionSales, Customer Service, and Business DevelopmentIndustriesSoftware Development and Insurance #J-18808-Ljbffr